Progress Unlimited, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Progress Unlimited, Inc. (EIN 52-1309011) is a plan sponsor located in Owings Mills, MD with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
52-1309011
Location
Owings Mills, MD
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$3,599,480
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$3,599,480

Contributions & income

Employer contributions
$198,882
Participant contributions
$93,921
Total income / additions
$976,982

Expenses & distributions

Benefits paid / distributions
$174,724
Total expenses
$200,683
Net increase / (decrease)
$776,299

Coverage

Total reported participants
349
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Progress Unlimited, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Progress Unlimited Inc. 401(K) Profit Sharing Plan And Trust001237$3,599,4802023
Progress Unlimited, Inc. Employee Benefits Plan501112not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Progress Unlimited, Inc.
YearPlanParticipantsSchedulesFiling
2023Progress Unlimited Inc. 401(K) Profit Sharing Plan And Trust237H, C20240412091145NAL0001272067001
2023Progress Unlimited, Inc. Employee Benefits Plan11220250509114002NAL0008660371001

Related Form 5500 pages